PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$35.2M
3
+$30.4M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$14.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.77M

Top Sells

1
+$35.8M
2
+$7.16M
3
+$2.85M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.84M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.46M

Sector Composition

1 Technology 7.44%
2 Consumer Staples 5.6%
3 Healthcare 4.12%
4 Communication Services 2.58%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
84
+19
402
$9K ﹤0.01%
559
-18,162
403
$9K ﹤0.01%
98
-3
404
$9K ﹤0.01%
628
-42
405
$9K ﹤0.01%
+51
406
$9K ﹤0.01%
300
+100
407
$9K ﹤0.01%
+30
408
$8K ﹤0.01%
81
-1
409
$8K ﹤0.01%
+754
410
$8K ﹤0.01%
351
-42
411
$8K ﹤0.01%
+119
412
$8K ﹤0.01%
+414
413
$8K ﹤0.01%
+225
414
$8K ﹤0.01%
350
415
$8K ﹤0.01%
434
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416
$8K ﹤0.01%
400
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417
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418
$8K ﹤0.01%
321
+119
419
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300
420
$8K ﹤0.01%
+165
421
$8K ﹤0.01%
390
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422
$8K ﹤0.01%
+500
423
$8K ﹤0.01%
600
424
$8K ﹤0.01%
+50
425
$8K ﹤0.01%
94
15 16
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